With 26 years of experience in the financial and insurance industry, we are ready to help you with your specific needs.
Diana Henderson is dedicated to helping clients create income from a 401(k) or other workplace retirement plan.
Diana also helps business owners create their own pension plan through careful planning and discipline.
Please reach us at diana@hendersonassetmanagementllc.com if you cannot find an answer to your question or call us at 360.608.8650.
Through careful analysis of your current assets, spending style, vision for the future, outstanding liabilities, future social security projections and more, we are able to show you on paper what various spending and retirement scenarios would look like. We can adjust the settings to show you working to a certain age and viewing the results, then adjusting the age younger or older to compare. Oftentimes people are surprised in learning that they will be able to retire sooner than they thought.
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Copyright © Henderson Asset Management, LLC, a registered investment advisor.
Diana Henderson is a licensed fiduciary investment adviser representative, registered in Oregon, Hawaii, and California. Diana is able to work with clients in all other states under the de minimis rule.
Henderson Asset Management, LLC, FINRA CRD # 150876, uses the services of Charles Schwab & Co., Inc. and Interactive Brokers, LLC as Custodians. All are separate entities.
2900 NW Clearwater Drive, Suite 100
Bend, OR 97703
CALL US AT 360.608.8650